David UnzickerCRD Number: 1811254
Current Firm: Cordant, Inc.
David Unzicker (CRD# 1811254) is an Investment Advisor Representative working at Cordant, Inc. in Portland, OR and has over 2 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Self Employed||Beaverton, OR||Apr 2012 - Current||4|
|Beaverton School District||Beaverton, OR||Apr 2008 - Dec 2012||4|
|Retired||Beaverton, OR||Mar 2007 - Apr 2008||1|
|Intel||Hillsboro, OR||Sep 1984 - Mar 2007||22|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management146MILLIONS
Total Number of Accounts450ACCOUNTS
Average Account Value$324,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OR, TX, WA